See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,996 | $73,867-31.0% | $143,757-64.5% | $68,494-25.5% |
| Participation rate | 22.9% | 66.7%-43.8pp | 80.3%-57.4pp | 67.9%-45.0pp |
| Annual return | -17.89% | 1.01%-18.9pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,279 | $3,384-62.2% | $5,637-77.3% | $4,027-68.2% |
| Admin fee / account holder | $563 | $5,755-90.2% | $14,673-96.2% | $5,403-89.6% |